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Estate Planning

Capital Gains Rise With Age, Not Just Wealth

Tuesday, 27 July 2010
While everyone knows that the wealthy have more capital gains than others, what's less known is how closely tied those gains are to age.

Maximum Impact Philanthropy

By Jan Alexander, July 2010 issue
Clients are getting more strategic about their giving—a trend that creates opportunities for advisors.

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BNY Mellon Gears Up for 10 Tough Years

Tuesday, 29 June 2010
Lawrence Hughes, head of Bank of New York Mellon's wealth-management division, foresees nearly unprecedented hardship for the private-client industry over the next 10 years.

Landmark Changes For South Dakota Trusts

Friday, 28 May 2010
South Dakota is trying to tighten the reins on its growing business in trusts without stopping that growth.

A Matter Of Trust

By Earl E. Watson III, May 2010 issue
Trusts stand a better chance of fulfilling their mission if they’re put in the hands of a professional.

A Phantom Estate Tax

By Diana S.C. Zeydel, May 2010 issue
The disappearance of the estate tax this year is not necessarily a windfall for planners and their clients.

Wills Torn Asunder

By Caren Chesler, May 2010 issue
Second marriages can quickly turn the execution of an estate plan into a bitter court battle.

A Champ Gives Back

By Jesse Turley, May 2010 issue
Drew Brees' campaign to aid New Orleans illustrates the rewards to be gained through careful philanthropic planning.

A Shrinking Market

By Alan F. Rothschild Jr., March 2010 issue
To survive a declining marketplace, estate-tax planners need to broaden the scope of their services.

Trusts As A CaretakingTool

By Robert Morrill, March 2010 issue
Non-tax issues come to the forefront when crafting an estate plan for single parents and parents of special needs children.

Efficient Gifting

By Stephen Liss and Hallie Aronson, March 2010 issue
Trusts and tax-advantaged accounts are powerful tools for gifting to children

Celebrity Mis-Fortunes

By Richard J. Flynn and Daniel J. Scott, January 2010 issue
When celebrities pass away, chaos can ensue if they failed to create a carefully considered estate plan.

The Human Side Of Succession Planning

By Charles D. Fox IV, January 2010 issue
Family conflict is almost an inevitable part of family business succession planning.

Checking Emotional Baggage

By Hannah Shaw Grove, December 2009 issue
Adopting an all-business approach can help family-owned businesses reach higher levels of success and profitability.

Expert Power

By Eric L. Reiner, December 2009 issue
The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.

The Dilemma Of Families

By Dennis Jaffe, December 2009 issue
Family relationhip services may pose a conflict for financial advisors.

Keeping Wealth In The Family

By Gideon Rothschild, December 2009 issue
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.

Cross-Atlantic Planning

By Dora Clarke, December 2009 issue
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and the U.K.

The New Age of Philanthropy

By Daniel Schley, December 2007 issue
How the confluence of wealth and technology are redefining philanthropy and ushering in an age of innovation and social change.

Charities Navigate ‘Perfect Storm’

By William H. Hewitt, August 2009 issue
The economic crisis and proposed tax changes aare exerting mounting pressure on the nonprofit industry.


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Managed Futures As A Portfolio Diversification Tool

Now that there’s another year on the calendar since the market meltdown of 2008, many advisors of high-net-worth individuals are seeking to add diversification arrows to their investment quivers, and some are adding managed futures.

The Sea Change In Generational Wealth

Over the past decade, two of the major historical constants on long-term planning—the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a trust settlor to avail him- or herself of spendthrift protection—have been undone in a growing number of jurisdictions.

A Model Portfolio

A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

Liking Cash-Flush Companies

This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises. That may be sound philosophy, but it's not sure-fire.

A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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